Jean-Marie Eveillard - First Eagle U.S. Value 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, the First Eagle U.S. Value portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2017, the filing reported:
New Buys - Amgen Inc., Ball Corporation, , Estee Lauder Companies, Inc. (T, Enterprise Products Partners L., and 8 more
Increases - Adient, Automatic Data Processing, Inc., Agnico Eagle Mines Limited, Alamos Gold Inc., Ameriprise Financial, Inc., and 65 more
Reductions - Analog Devices, Inc., Air Products and Chemicals, Inc, Amphenol Corporation, Axalta, The Bank of New York Mellon Cor, and 34 more
Complete Exits - American International Group, I, Ally Financial Inc., Chemours Company (The), Enbridge Inc, F5, Inc., and 7 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2017
|
ADI
Analog Devices, Inc.
|
Sell |
-3,305,558
|
|
Q2 2017
|
ADNT
Adient
|
Buy |
+385,510
|
|
Q2 2017
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+45,392
|
|
Q2 2017
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+350,362
|
|
Q2 2017
|
AGI
Alamos Gold Inc.
|
Buy |
+2,427,238
|
|
Q2 2017
|
AIG
American International Group, I
|
Sell - Position Exit |
-6,032,611
|
|
Q2 2017
|
ALLY
Ally Financial Inc.
|
Sell - Position Exit |
-1,581,707
|
|
Q2 2017
|
AMGN
Amgen Inc.
|
Buy - Position Entry |
+412,708
|
|
Q2 2017
|
AMP
Ameriprise Financial, Inc.
|
Buy |
+10,662
|
|
Q2 2017
|
AMZN
Amazon.com, Inc.
|
Buy |
+100
|
|
Q2 2017
|
APD
Air Products and Chemicals, Inc
|
Sell |
-505,549
|
|
Q2 2017
|
APH
Amphenol Corporation
|
Sell |
-1,848,933
|
|
Q2 2017
|
ATI
ATI Inc.
|
Buy |
+140,600
|
|
Q2 2017
|
AWI
Armstrong World Industries Inc
|
Buy |
+114,380
|
|
Q2 2017
|
AXP
American Express Company
|
Buy |
+103,546
|
|
Q2 2017
|
AXTA
Axalta
|
Sell |
-206,655
|
|
Q2 2017
|
BALL
Ball Corporation
|
Buy - Position Entry |
+659,434
|
|
Q2 2017
|
BK
The Bank of New York Mellon Cor
|
Sell |
-227,435
|
|
Q2 2017
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-200
|
|
Q2 2017
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+9
|
|
Q2 2017
|
BRO
Brown & Brown, Inc.
|
Buy |
+33,495
|
|
Q2 2017
|
CASY
Caseys General Stores, Inc.
|
Buy |
+71,660
|
|
Q2 2017
|
CC
Chemours Company (The)
|
Sell - Position Exit |
-120
|
|
Q2 2017
|
CCJ
Cameco Corporation
|
Buy |
+5,000
|
|
Q2 2017
|
CCU
Compania Cervecerias Unidas, S.
|
Buy |
+271,740
|
|
Q2 2017
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Buy |
+4,156,590
|
|
Q2 2017
|
CINF
Cincinnati Financial Corporatio
|
Sell |
-22,310
|
|
Q2 2017
|
CL
Colgate-Palmolive Company
|
Buy |
+108,850
|
|
Q2 2017
|
CMCSA
Comcast Corporation
|
Sell |
-3,728,311
|
|
Q2 2017
|
CMI
Cummins Inc.
|
Buy |
+13,228
|
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